Seeking Alpha
03 Jul 2026, 07:46 UTC · 16w ago
Sibanye Stillwater: De-Risked And Undervalued
Impact · against what's priced in
Sibanye Stillwater is a strong buy based on a massive surge in profitability and a significantly strengthened balance sheet. The 5x YoY EBITDA increase and drastic reduction in net debt/EBITDA to 0.63 provide a fundamental cushion that is not yet reflected in the current valuation.
- SBSW+0.80
No priced-in read yet
- In context
The company's EBITDA has increased five-fold year-over-year, while the net debt/EBITDA ratio has dropped from 1.75 to 0.63, significantly reducing financial risk.
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